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ThumbScore & Plain Wealth
Wealth and Financial Products
for insurance and wealth services companies
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Plain Wealth
Plain Wealth delivers a best in class fully white-labeled dashboard and client app user experience for wealth services firms. We are a Redtail CRM Partner.
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Superior Client Experience
We offer a best-in-class client experience possible in FinTech. We can adjust our products to your exact needs and branding.
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Quantum Computing & Information
Every client/employee has a unique financial situation. Traditional computational approaches limit the ability to meet users exactly where they are and guide them to better financial health. Learn how lessons from quantum information science can guide a superior client experience.
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ThumbScore™
Financial Wellness Meets Quantum Science
ThumbScore is the AI-driven financial ecosystem that serves users at their financial moments of truth and offers insights, education, gamification, and the ideal next step to reduce financial stressors.
Data Driven Assessment
Utilizing thousands of financial data points, ThumbScore users can assess the current state of their financial health in seconds.
Tailored Financial GPS
We know that each persons financial journey is unique. We help users leverage their strengths to improve their financial health.
Financial Moments of Truth
ThumbScore uses proprietary technology to identify financial moments of truth, and present your product or service when requested, at the ideal time for conversion.
What We DoWe can provide and customize our tech products for wealth, insurance and financial tech. Tap on the respective icon to schedule a demo of that feature.
REFERRALS
Our technologies delight clients and provide you multiple, effortless referral channels.
Branded Client App
Android and iOS client applications spanning the wealth and financial wellness domains.
Targeted Moments
When users arrive at a financial moment of truth, help them make the most of that moment.
INTEGRATION
We provide seamless integration with your business systems. We are Redtail and Salesforce partners.
Revolutionary Data Science
We leverage data, and quantum information science to provide an industry best client experience.
Client Experience Tools
You are a key leader in your client's professional service team. We give you the tools to meet the client where they are at -- their mobile phones.
Client Communication
We help clients feel more connected, with less time and effort.
Smart Dashboard
We provide users a smart but simple user experience that adjusts to increase engagement and mobile experience.
Goals
Better insight means better goals. We help you and your clients/employees set adept goals, and meet them.
1650000
Lines of Code
16
Major Features
12
Major Layers of Security
Security and Compliance
Data Encryption
With multiple levels of encryption, all data is encrypted completely – at rest and in motion. Backups are stored on non-publicly visible networks and are encrypted at rest.
Mobile Application Security
We prioritize security which is why we utilize enterprise-level mobile application security, including multi-factor authentication, code tampering detection, data encryption, code obfuscation and more.
Access Logging
Plain Solutions logging allows us to provide the best performance and security monitoring. Our logging includes system actions as well as the logins and commands issued by our administrators.
Security Monitoring
The Plain Solutions infrastructure utilizes monitoring and analytics capabilities to identify any potential malicious activity. Any suspicious activity generates further protections, security responses, and any needed further investigations.
Physical Security
Our servers and databases are physically secured using top security practices including: 24/7 Physical security guard services, full CCTV monitoring, and biometric readers for multi-factor authentication, and battery and generator backups.
Role Based Access
The security and data integrity of our products is of the utmost importance to us. Therefore, our technical support staff do not have direct access to the production servers where various backend services reside. Role based access control, which is logged with audit trails, are our watchwords.
Industry Compliance
We have utilized top wealth and insurance compliance experts to build our products and integrations.
Data Compliance
Data privacy compliance is getting harder for companies to navigate. Our data privacy team brings peace of mind.
Audits
We utilize third-party tools and experts to audit our product deployments and code to ensure data and industry compliance.
Meet our Leadership Servant leadership, value-driven, people-first
Dr. Paul Peloquin
CTO
David Thorne, MBA
CEO
Bryant Hernandez
Certified CISO
Joe Witte
CFO
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Why Choose Us
We help companies to better serve their clients and/or employees through human factor science and cutting edge information technology'.
Simple & Synergic Tech Stack
Using Plain Solutions technology we can fit your exact needs in a timely fashion. But if you need granular customization -- great! We can do that too!
We take the time to understand your needs
We know one size does not fit all. You know your own needs better than anyone, but we are also here to answer your questions and provide expert advice and insight. Let's talk.
Superior Support
We take customer service very seriously. We really do want to talk with you. We handle our own customer service with our internal customer support team.
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